See More Relevant Activities on Opportunities with Date Matching

Einstein Activity Capture adds an activity to a related opportunity if the activity occurred within the opportunity’s date range. This better ensures that your users see related activities on their opportunities. This change applies to Lightning Experience only.

User Permissions Needed
To review activity dates: Customize Application AND Modify All Data
Salesforce defines an opportunity’s date range using the opportunity’s created and closed dates.
Start of Activity Date Range End of Activity Date Range
Open opportunities 60 days before created or closed date (whichever is earlier) 60 days from today
Closed opportunities 60 days before created or closed date (whichever is earlier) 60 days after being closed

You can review the date range for opportunities but you can’t customize it.

  1. From Setup, enter Einstein Activity Capture in the Quick Find box, then select Settings under Einstein Activity Capture.
  2. Click Review Activity Dates.